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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

981 hedge funds and large institutions have $19.2B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 253 increasing their positions, 531 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-41
Holders Change %
-4.01%
% of All Funds
17.27%
Holding in Top 10
169
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-19.91%
% of All Funds
2.98%
New
71
Increased
253
Reduced
531
Closed
97
Calls
$22.9M
Puts
$484K
Net Calls
+$22.4M
Net Calls Change
+$3.77M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$116M
2
HI
Horizon Investments
North Carolina
+$91.6M
3
RJA
Raymond James & Associates
Florida
+$88.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.1M
5
AWM
AE Wealth Management
Kansas
+$33.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$584M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$398M
3
S
SignatureFD
Georgia
-$207M
4
Ameriprise
Ameriprise
Minnesota
-$201M
5
LPL Financial
LPL Financial
California
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
801
Ledyard National Bank
$285K -$11.5K -166 -4%
FRA
802
Front Row Advisors
California
$282K – – –
CTFG
803
Capstone Triton Financial Group
Oklahoma
$282K – – –
AI
804
Atom Investors
Texas
$282K +$282K +4,069 New
VFA
805
Valeo Financial Advisors
Indiana
$281K +$65.9K +951 +31%
VCA
806
Verdence Capital Advisors
Maryland
$279K – – –
SF
807
Summit Financial
New Jersey
$278K -$42.1K -608 -13%
CL
808
COWA LLC
Oklahoma
$277K – – –
TNB
809
TCF National Bank
South Dakota
$272K – – –
KIG
810
Kowal Investment Group
Wisconsin
$270K -$112K -1,623 -29%
BSW
811
Buckingham Strategic Wealth
Missouri
$268K -$111K -1,602 -29%
AWA
812
Arkadios Wealth Advisors
Georgia
$268K +$140K +2,032 +110%
MMM
813
Mendel Money Management
Illinois
$266K +$26.8K +386 +11%
RP
814
Rowlandmiller & Partners
Georgia
$265K – – –
HNB
815
Huntington National Bank
Ohio
$265K -$30K – –
HR
816
Hayden Royal
North Carolina
$264K -$89.6K -1,297 -25%
BDF
817
Balasa Dinverno & Foltz
$264K – – –
CCM
818
Crew Capital Management
Ohio
$262K +$262K +3,784 New
PFM
819
Parsec Financial Management
North Carolina
$257K +$257K +3,710 New
FDCDDQ
820
Federation des caisses Desjardins du Quebec
Quebec, Canada
$255K -$19.8K -286 -7%
PWP
821
Principle Wealth Partners
Connecticut
$254K -$62.3K -900 -20%
WMG
822
WESCAP Management Group
California
$254K +$254K +3,677 New
GSEP
823
Golden State Equity Partners
California
$253K +$253K +3,651 New
WAM
824
Weatherly Asset Management
California
$252K -$5.54K -80 -2%
VVP
825
Venture Visionary Partners
Ohio
$247K +$34K +492 +16%
31 32
33
34 35